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市场调查报告书
商品编码
1889462
联网汽车市场预测至2032年:按连接类型、网路和V2X、动力系统、车辆类型、应用、终端市场和地区分類的全球分析Connected Cars Market Forecasts to 2032 - Global Analysis By Connectivity Type (Integrated, Embedded, and Tethered), Network (4G/LTE, 5G, 3G & 2G), and V2X (Vehicle-to-Everything), Propulsion Type, Vehicle Type, Application, End Market, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球联网汽车市场价值将达到 1,094 亿美元,到 2032 年将达到 3,073 亿美元。
预计在预测期内,联网汽车市场涵盖嵌入式互联功能或智慧型手机整合功能的车辆,这些功能可与云端平台、其他车辆和基础设施进行资料交换。它支援资讯娱乐、导航、远端资讯处理、远距离诊断、空中升级和安全服务。其优点包括提升驾驶便利性、更精准的导航和拥塞规避、预测性维护、更完善的车队管理和保险模式,以及为汽车製造商提供新的数位化服务和持续收入来源的平台。
消费者对互联互通的需求
推动市场发展的关键因素是消费者对车内无缝整合式数位化生活方式的期望日益提高。现今的消费者不再满足于基本的交通工具功能,他们追求的是先进的资讯娱乐系统、即时导航以及始终线上查询。这种希望在车内享受与居家和办公环境同等便利的愿望,正迫使汽车製造商整合先进的互联解决方案。因此,音乐串流媒体、语音助理和空中升级等功能正逐渐成为标配,直接推动市场成长和创新,以满足消费者不断变化的偏好。
与传统车辆的集成
阻碍市场加速扩张的一大挑战在于,如何将新型连网技术整合到现有车辆架构中。目前道路上行驶的许多车辆配备的电子系统无法满足现代软体和数据需求。对这些平台进行改造通常非常复杂且成本高昂,导致生态系统碎片化。这种技术不匹配是限制车队采用率下降的关键阻碍因素,并在中短期内限制了先进互联服务的潜在基本客群。
V2X技术的进步
V2X技术超越了车上娱乐系统,实现了车辆、基础设施和行人之间的通讯。这为道路安全带来了变革性应用,例如碰撞规避,并透过即时拥塞管理来提升交通效率。它也是自动驾驶的基础技术。随着各国政府和城市加大对智慧基础设施的投入,具备V2X功能的车辆的需求将激增,为市场上的企业创造巨大的长期机会。
科技巨头之间的激烈竞争
市场正面临来自Google、苹果和亚马逊等大型科技公司强势进军的巨大威胁。这些公司拥有雄厚的资源、卓越的软体技术以及稳固的生态系统主导地位。它们透过提供语音助理、作业系统和自动驾驶技术与传统汽车製造商竞争。这加剧了竞争压力,并可能迫使汽车製造商沦为供应商,从而挤压其利润空间。为了保持竞争力,汽车製造商必须加快软体开发步伐,并维持其品牌形象和客户关係。
疫情初期,工厂停工和供应链瓶颈导致联网汽车市场遭受重创,新车产量和销售量急剧下滑。然而,疫情也加速了消费者对非接触式和数位化整合体验的需求。消费者越来越倾向于选择具备远距离诊断、空中升级和非接触式服务等功能的车辆。疫情期间,互联功能的重要性凸显,从一项豪华配置转变为近乎必要的功能,随着供应链的稳定,也加速了汽车产业的数位转型。
预计在预测期内,4G/LTE细分市场将占据最大的市场份额。
预计在预测期内,4G/LTE 细分市场将占据最大的市场份额,因为它是目前全球广泛且可靠的网路覆盖的行业标准。目前,大多数新一代联网汽车都配备了 4G/LTE 模组,确保了其强大的市场基础。此外,该技术能够有效支援从基础车载资讯服务到高级车载娱乐等各种应用,使其成为该时期最具成本效益且最成熟的大众市场解决方案。
预计在预测期内,繫泊细分市场将呈现最高的复合年增长率。
由于其成本效益高、易于实施且无需内建调变解调器,有线连接领域预计将在预测期内实现最高成长率。这为注重预算的消费者和入门车型提供了即时连接。此外,借助智慧型手机快速的升级週期,用户无需更换任何硬体即可使用最新的连接功能,使其对更广泛的用户群体更具吸引力。
在预测期内,北美预计将占据最大的市场份额,这得益于其强大的技术基础设施、消费者对先进汽车技术的高度接受度以及主要行业参与者的存在。此外,各国政府对车辆安全和排放气体的严格监管也推动了连网车载资讯系统的整合。较高的可支配收入和众多高端汽车製造商的强大影响力进一步巩固了该地区在全球联网汽车市场的主导地位。
亚太地区预计将在预测期内实现最高的复合年增长率,这主要得益于中国、日本和印度等国家庞大的汽车生产和销售量。快速的都市化、中产阶级可支配收入的成长以及政府对智慧交通和电动车的支持是关键因素。此外,当地的科技巨头和汽车製造商正积极投资于联网汽车技术,使该地区成为创新中心和全球成长最快的市场。
According to Stratistics MRC, the Global Connected Cars Market is accounted for $109.4 billion in 2025 and is expected to reach $307.3 billion by 2032, growing at a CAGR of 15.9% during the forecast period. The connected cars market covers vehicles equipped with embedded connectivity or smartphone integration that enable data exchange with cloud platforms, other vehicles, and infrastructure. It supports infotainment, navigation, telematics, remote diagnostics, over-the-air updates, and safety services. Benefits include improved driver convenience, more accurate navigation and traffic avoidance, predictive maintenance, better fleet and insurance models, and a platform for new digital services and recurring revenue streams for automakers.
Consumer Demand for Connectivity
The primary market driver is the escalating consumer expectation for a seamless, integrated digital lifestyle within their vehicles. Modern buyers are no longer satisfied with basic transportation; they demand advanced infotainment, real-time navigation, and constant online access. This push for a cabin experience mirroring the convenience of home and office compels automakers to embed sophisticated connectivity solutions. Consequently, features like streaming music, voice assistants, and over-the-air updates are becoming standard, directly fueling market growth and innovation to meet these evolving preferences.
Legacy Vehicle Integration
A significant challenge hindering faster market expansion is the difficulty of integrating new connectivity technologies with legacy vehicle architectures. Many existing cars on the road have electronic systems not designed for modern software and data demands. Retrofitting these platforms is often prohibitively complex and expensive, creating a fragmented ecosystem. This technological mismatch slows the adoption rate across the entire vehicle fleet, acting as a major restraint by limiting the potential customer base for advanced connected services in the short to medium term.
Advancement of V2X Technology
V2X moves beyond in-car entertainment to enable communication between vehicles, infrastructure, and pedestrians. This unlocks transformative applications in road safety, such as collision avoidance, and traffic efficiency through real-time congestion management. Moreover, it is a foundational technology for autonomous driving. As governments and cities invest in smart infrastructure, the demand for V2X-equipped vehicles will surge, creating a significant long-term opportunity for market players.
Intense Competition from Tech Giants
The market faces a potent threat from the aggressive entry of large technology companies like Google, Apple, and Amazon. These firms possess vast resources, superior software expertise, and established ecosystem dominance. They compete with traditional car makers by providing voice assistants, operating systems, and self-driving technology. This intensifies competitive pressure, potentially forcing automakers into a supplier role and squeezing their profit margins. To remain relevant, OEMs must accelerate their software development capabilities to defend their brand identity and customer relationship.
The pandemic initially disrupted the connected car market through factory shutdowns and supply chain bottlenecks, causing a sharp decline in new vehicle production and sales. However, it simultaneously accelerated the demand for touchless and digitally integrated experiences. Consumers showed increased preference for vehicles with features enabling remote diagnostics, over-the-air updates, and contactless services. This period underscored the value of connectivity, shifting it from a luxury to a near-essential feature and hastening the industry's digital transformation once supply chains stabilized.
The 4G/LTE segment is expected to be the largest during the forecast period
The 4G/LTE segment is expected to account for the largest market share during the forecast period, as it represents the current industry standard with widespread, reliable network coverage globally. 4G/LTE modules equip the vast majority of new connected vehicles currently rolling off production lines, ensuring a dominant installed base. Furthermore, the technology effectively supports a broad range of applications, from basic telematics to advanced infotainment, making it the most cost-effective and proven solution for mass-market adoption during this period.
The tethered segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the tethered segment is predicted to witness the highest growth rate due to its cost-effectiveness and ease of implementation, eliminating the need for an embedded modem. It provides an immediate path to connectivity for budget-conscious consumers and entry-level vehicle models. Additionally, it leverages the rapid upgrade cycle of smartphones, allowing cars to access the latest connectivity features without hardware changes, thus appealing to a broad demographic.
During the forecast period, the North America region is expected to hold the largest market share, attributed to its robust technological infrastructure, high consumer adoption rate of advanced automotive technologies, and the presence of key industry players. Moreover, stringent government regulations regarding vehicle safety and emissions are pushing the integration of connected telematics systems. High disposable income and a strong presence of premium vehicle manufacturers further consolidate the region's dominant position in the global connected car landscape.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by the massive automotive production and sales volumes in countries like China, Japan, and India. Rapid urbanization, growing middle-class disposable income, and supportive government initiatives for smart transportation and electric vehicles are key contributors. Furthermore, local tech giants and automakers are aggressively investing in connected vehicle technologies, making the region a hotbed for innovation and the fastest-adopting market globally.
Key players in the market
Some of the key players in Connected Cars Market include Robert Bosch GmbH, Continental AG, Denso Corporation, Aptiv PLC, Qualcomm Incorporated, NVIDIA Corporation, NXP Semiconductors N.V., Intel Corporation, Harman International Industries, Inc., Ford Motor Company, General Motors Company, BMW AG, Toyota Motor Corporation, Volkswagen AG, ZF Friedrichshafen AG, Cisco Systems, Inc., Telefonaktiebolaget LM Ericsson, and Valeo SA.
In September 2025, Qualcomm Incorporated announced a collaboration with HARMAN to advance Generative AI in the automotive cockpit, enabling smart, contextual, and intuitive in-car experiences..
In September 2025, Qualcomm announced a partnership with the BMW Group to unveil a groundbreaking automated driving system with a jointly developed software stack, which relies on a highly connected architecture.
In March 2025, Continental AG announced a digital tire monitoring integration with Samsara, the Connected Operations(R) Platform pioneer, enabling fleet services to leverage connectivity for operational efficiency.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.